HUBS icon

HubSpot

572 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 216 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+8
Holders Change %
+1.42%
% of All Funds
9.23%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
216
Reduced
191
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
501
Global Wealth Strategies & Associates
Colorado
$7.23K +$7.23K +25 New
ZB
502
Zions Bancorporation
Utah
$6.65K -$2.31K -8 -26%
CT
503
Colonial Trust
South Carolina
$6.42K +$6.42K +22 New
RBC
504
Romano Brothers & Co
Illinois
$6.07K +$6.07K +21 New
QL
505
Quarry LP
New York
$6.07K +$6.07K +21 New
SA
506
SRH Advisors
Kansas
$6K
BG
507
Bollard Group
Massachusetts
$6K
JMF
508
Johnson Midwest Financial
Iowa
$6K +$6K +20 New
BWM
509
BerganKDV Wealth Management
Minnesota
$5.78K
BWA
510
BDO Wealth Advisors
Florida
$5.78K
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$5.49K +$5.49K +19 New
MWM
512
MinichMacGregor Wealth Management
New York
$5.2K +$5.2K +18 New
CAL
513
Capital Advisors Ltd
Ohio
$5K +$313 +1 +7%
GBT
514
Grove Bank & Trust
Florida
$5K +$5K +17 New
Optiver Holding
515
Optiver Holding
Netherlands
$5K +$5K +18 New
CPG
516
Cornerstone Planning Group
New Jersey
$4.68K +$4.68K +15 New
CHA
517
Carmichael Hill & Associates
Maryland
$4.34K
AP
518
Arlington Partners
Alabama
$4.05K -$6.36K -22 -61%
WBC
519
West Branch Capital
Massachusetts
$3.76K
PWMG
520
Prestige Wealth Management Group
New Jersey
$3.76K +$2.31K +8 +160%
RDIA
521
RE Dickinson Investment Advisors
Iowa
$3K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$2.89K -$289 -1 -9%
CFD
523
Creative Financial Designs
Indiana
$2.89K
TFA
524
Toth Financial Advisory
Virginia
$2.89K
GC
525
Globeflex Capital
California
$2.89K